Australian Investors Podcast

PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors


Listen Later

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss:

  • Why now could be a generational opportunity for bond investors
  • Mark’s outlook on inflation, interest rates and the global economy
  • PIMCO’s $2 trillion advantage and how it creates alpha in credit markets
  • What airlines and housing trends are saying about the next economic slowdown

  • If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered
    • Mark’s visit to Australia and on-the-ground insights
    • How PIMCO’s massive scale drives bond market advantage
    • His famous 2006 call to sell his home pre-GFC
    • Why inflation is likely to fall and bond markets may rally
    • The “slimming down” theory and macroeconomic signals
    • What airlines, autos and housing are telling us about sentiment
    • Mark’s contrarian outlook and long-term investing mindset

    • Resources for This Episode

      📄 Learn More About Bond Investing & PIMCO’s Views:

      • Opportunity Amid the Noise - Interview with Dan Ivascyn
      • The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds

      • ~~ Rask Resources ~~

        🔗 Explore all Rask services https://bit.ly/R-services

        📋 Get Financial Planning https://bit.ly/R-plan

        📈 Start investing with Rask https://bit.ly/R-invest

        📜 Access Show Notes https://bit.ly/R-notes

        Ask a question – just select the Investors Podcast https://bit.ly/R-quest

        📲 Follow us on social media:

        • Instagram: @rask.invest
        • TikTok: @rask.invest


          DISCLAIMER

          This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

          If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.


          #Investing #Finance #AustralianInvestorsPodcast #Bonds #PIMCO #MarkKiesel

          Learn more about your ad choices. Visit megaphone.fm/adchoices

          ...more
          View all episodesView all episodes
          Download on the App Store

          Australian Investors PodcastBy Rask


          More shows like Australian Investors Podcast

          View all
          Motley Fool Money by LiSTNR

          Motley Fool Money

          90 Listeners

          The Money Puzzle, with James Kirby by The Australian

          The Money Puzzle, with James Kirby

          45 Listeners

          Equity Mates Investing Podcast by Equity Mates Media

          Equity Mates Investing Podcast

          70 Listeners

          The Rules of Investing by Livewire Markets

          The Rules of Investing

          15 Listeners

          Your Wealth by NAB

          Your Wealth

          13 Listeners

          money money money by Glen James

          money money money

          60 Listeners

          Australian Finance Podcast by Rask

          Australian Finance Podcast

          36 Listeners

          Get Started Investing by Equity Mates Media

          Get Started Investing

          44 Listeners

          Buy Hold Sell, by Livewire Markets by Livewire Markets

          Buy Hold Sell, by Livewire Markets

          5 Listeners

          The Call from ausbiz by ausbiz

          The Call from ausbiz

          9 Listeners

          Investing Compass by Morningstar Australia

          Investing Compass

          27 Listeners

          The Money Café with Alan Kohler by Eureka Report

          The Money Café with Alan Kohler

          34 Listeners

          Australian Property Podcast by Rask

          Australian Property Podcast

          9 Listeners

          Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

          Aussie FIRE | Financial Independence Retire Early

          5 Listeners

          Australian Retirement Podcast by Rask

          Australian Retirement Podcast

          7 Listeners